Income Transfer Manager

In the Payment dropdown menu and select Income Transfer.

Use the Income Transfer Manager to transfer income between clinics, patients, procedures, and providers. To open the Income Transfer Manager, in the Account Module, click Payment, Income Transfer.

Under Outstanding Charges, highlight the positive and negative charges, then click Transfer. This will create offsetting negative and positive splits to transfer the income. The negative split subtracts the amount. The positive split adds the amount. Click OK to complete the transfer.

Note:
  • If there are income sources that are not listed, manually transfer the income.
  • The Income Sources list may include items that are paid off if they are not allocated to payments, procedures, or adjustments.

Current Payment Splits: List of positive and negative payment splits (paysplits) transferred from/to providers, clinics, patients, procedures, adjustments, pay plan charges, etc.

Income Sources: List of adjustments, clinics, completed procedures, payment plan charges, prepayments, and providers in the family with a positive or negative ending balance and that have not been allocated. Open Dental will attempt to match payments not yet allocated to procedures, to outstanding charges with a matching clinic, patient, and provider. Any payments with a clinic/patient/provider that does not match an outstanding charge will be available in the income sources grid for transfer.

Each row is a summary of charges and credits for the same provider/patient/clinic combination. Click the right-arrow next to the provider abbreviation to view the summary breakdown.


Transfer: Transfers selected income sources to selected providers/clinics/patients/procedures.

Positive and negative paysplits are created for each transfer of income. The negative split subtracts the amount. The positive split adds the amount.

Ok: Post the income transfer as a line item to the patient account. Income allocated to providers/clinics/procedures for multiple family members will post to each patient account. Production and income reports will have a blank line item representing the transfer of income for the provider/clinic combination with the amount of the transfer and on the date of the transfer.

Cancel: Cancels any changes made in the window.